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PGIM India Midcap Opportunities Fund vs Mahindra Manulife Mid Cap Fund compare

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tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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tortoise-icon PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Fund Mahindra Manulife Mid Cap Fund - Regular Plan - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3326 Cr ₹10460 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Jan 2018 02 Dec 2013
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 116% 82%
Expense Ratio 1.88 1.7
Manager Abhinav Khandelwal Puneet Pal
ISIN Code INF174V01473 INF663L01DZ4
Exits Load Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 PGIM India Midcap Opportunities Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Month 2.94% 4.39%
6 Month -5.52% -2.53%
1 Year 2.63% 5.18%
3 Year 28.46% 18.59%
5 Year 30.12% 29.54%

SIP Return Analysis

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
6 Month 8.71% 9.88%
1 Year 4.06% 9.24%
3 Year 23.78% 15.64%
5 Year 24.19% 17.91%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
1 Year 16.52% 12.52%
3 Year 24.3% 15.28%
5 Year 24.41% 18.02%

Risk Management

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Standard Deviation 16.816% 14.939%
Sharp 0.771% 0.286%
Beta 0.943% 0.785%
Alpha 0.577% -6.035%

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Fund Managers

Scheme Name Mahindra Manulife Mid Cap Fund - Regular Plan - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option
Name Abhinav Khandelwal Puneet Pal
Total AUM ₹5522 Cr ₹20950 Cr
Funds Managed 5 19
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Others 4.06 4.78
Mid Cap 65.42 66.5
Large Cap 17.71 19.8
Small Cap 12.81 8.93

Sector Allocation

Scheme Name

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

Others 4.06 3.74
Financial Services 20.71 17.01
Healthcare 9.97 13.94
Industrials 14.71 19.05
Basic Materials 10.46 9.01
Energy 4.38 -
Technology 7.71 10.7
Consumer Defensive 7.3 3.24
Communication Services 3.26 2.94
Consumer Cyclical 14.49 17.88
Real Estate 1.21 1.72
Utilities 1.73 0.77

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